In this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon's career in finance and thoughts on the industry, tune in today!

Key Takeaways:

• How has technology changed the industry
• Impact of relationship between advisor and client
• What should the client know before meeting with an advisor
• Are designations useful to have?
• Are there red flags in financial advisors?
• Business coaching and the many ways to do business
• Transparency with client and advisor
• Main reason clients leave their advisor